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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
451
WealthPLAN Partners
Nebraska
$1.16M -$53.6K -976 -4%
CFD
452
Creative Financial Designs
Indiana
$1.16M +$1.08M +19,744 +1,475%
HCIA
453
Hochman Cole Investment Advisors
Illinois
$1.16M +$5.77K +105 +0.5%
NWA
454
New World Advisors
Massachusetts
$1.16M +$10.9K +199 +1%
PFO
455
Pathstone Family Office
New Jersey
$1.15M -$1.13M -20,595 -50%
WIA
456
Wealthstreet Investment Advisors
Texas
$1.15M +$93.4K +1,700 +9%
KWA
457
KCS Wealth Advisory
California
$1.11M -$45.5K -829 -4%
CG
458
Colony Group
Massachusetts
$1.09M +$85.2K +1,552 +8%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M -$19.1K -348 -2%
AWM
460
Atticus Wealth Management
Florida
$1.08M -$57K -1,038 -5%
FHB
461
First Hawaiian Bank
Hawaii
$1.07M +$15.3K +279 +1%
MWM
462
Mattern Wealth Management
Kansas
$1.06M +$24.7K +450 +2%
SWA
463
Sutton Wealth Advisors
Florida
$1.05M -$26K -474 -2%
SA
464
SL Advisors
New Jersey
$1.04M – – –
BF
465
BOK Financial
Oklahoma
$1.04M +$188K +3,415 +22%
COF
466
Capital One Financial
Virginia
$1.03M -$8.84K -161 -0.8%
MIC
467
Meridian Investment Counsel
California
$1.03M – – –
ONB
468
Old National Bancorp
Indiana
$1.01M -$128K -2,324 -11%
FLA
469
Financial Life Advisors
Texas
$995K +$4.23K +77 +0.4%
AT
470
Arden Trust
Delaware
$986K -$58K -1,056 -6%
WA
471
Waverly Advisors
Alabama
$985K -$60.4K -1,100 -6%
BMM
472
Berkshire Money Management
Massachusetts
$985K – – –
VA
473
Valmark Advisers
Ohio
$984K +$546K +9,933 +124%
FFS
474
Founders Financial Securities
Maryland
$983K +$156K +2,833 +19%
AA
475
Alesco Advisors
New York
$982K – – –
17 18
19
20 21